Michael Hanahan is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies executed via approved models, employing mutual funds and ETFs with annual rebalancing.

Alexander Winter is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2016 and held a position at PNC Bank from 2016 to 2017. Winter holds Series 63 and Series 66 licenses. Outside of his advisory role, he has an ownership interest in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third parties.

Ronald Talley is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, and Santander Bank, NA. Talley has been with Truist since 2014, including his current role at Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform.

Michael Kutsaya is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 credentials and 24 years of industry experience. He previously spent 21 years with Brinker Capital Securities before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management.

Mark Katzoff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Jeffrey Dowds is a CFP® and PFS™ affiliated with Creative Planning, bringing three years of industry experience. He previously worked at The Marshall Financial Group, Inc and The Glenmede Trust Company, N.A. Outside of his advisory role, he owns Dowds Tax LLC, a tax advisory firm focused on personal tax return preparation. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity options, supported by a large advisory team and integrated private market capabilities.

Paula Nangle is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Creative Planning, LLC, where she has worked since 2025. Prior to that, she spent 16 years at The Marshall Financial Group, Inc. based in Doylestown, PA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Baylis Jadamec is a CFP®-certified financial advisor with Kestra Advisory Services, LLC, with three years of industry experience. He has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, Merrill, and Bloomberg LP. Outside of advisory work, Jadamec also provides tax preparation services for individuals and businesses and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include sovereign wealth funds and other large institutional investors.

Jennifer Wolman is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner and Smith from 2002 to 2019. Wolman has been with Rockefeller Financial since 2019 and also spent time at Rock & Co LLC during that period. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles and integrated trust and insurance services.

Christian Carr is a financial advisor with PNC Wealth Management in Princeton, NJ, holding Series 66 and Series 63 licenses and with two years of industry experience. Prior to joining PNC in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2024 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary account accessible by invitation to employees with PNC online-banking credentials. The program uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and features algorithm-driven enrollment and risk assessment.

Keith Tomer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, each for 19 years, and has been affiliated with Foundations Financial Partners since 2014. Outside of advisory work, he serves as an Operations Assistant with signing authority at MCKC, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support, enabling advisors to construct client portfolios using diverse securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Eric James is a financial advisor with Kestra Advisory, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Protech Associates LLC, and Dynasty Advisors LLC Wealth Management. He also has experience reviewing life insurance products with Dynasty Advisors as part of his financial planning services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

Michael Friedman is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Morgan Stanley in various roles. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Robert Kania is a CFP®-designated financial advisor with Kestra Advisory, bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a Senior Advisor with NFP-Meltzer Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, and manages assets through multiple platforms and third-party solutions.

Jillian Reddell is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. She has five years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Christopher Slajchert. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management, retirement plan consulting, and access to sub-advisers and model portfolios through a network of over 400 independent investment adviser representatives.

Anthony Stefani Jr. is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at CH Robinson and Steelhouse Abstract Inc. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Steven Talley is a CFP®-certified financial advisor with 16 years of industry experience, currently with Truist Advisory Services. His prior work includes roles at Santander Securities, LPL Financial, and Uber. Since 2018, he has also operated a side business under the name Tizzly. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools to support client portfolios and fiduciary responsibilities.

Matthew Silverhardt is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years and Equitable Advisors for 4 years. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a business focused on wellness products and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to institutional platforms.

Anne Holderried is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she owns a real estate business unrelated to investments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on reliable income and tax-aware withdrawal strategies.

Denise McLaughlin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates with over 14,000 advisors and manages roughly $671 billion in assets, offering both brokerage and advisory solutions.